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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,612 | $99,644-4.0% | $86,438+10.6% | $134,532-28.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 1.29% | 6787.26%-6786.0pp | 4397.19%-4395.9pp | 418.27%-417.0pp |
| Employer contribution / active EE | $2,479 | $4,402-43.7% | $3,769-34.2% | $4,741-47.7% |
| Participant deferral / active EE | $5,736 | $7,247-20.9% | $6,952-17.5% | $6,401-10.4% |
| Admin fee / account holder | $753 | $8,375-91.0% | $6,733-88.8% | $11,429-93.4% |